See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,012 | $77,634-12.4% | $156,549-56.6% | $62,891+8.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.29% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,952 | $3,444+43.8% | $5,501-10.0% | $2,281+117.1% |
| Participant deferral / active EE | $2,973 | $3,045-2.4% | $4,871-39.0% | $3,203-7.2% |
| Admin fee / account holder | $5,498 | $5,561-1.1% | $13,027-57.8% | $4,296+28.0% |